A family of 4 including a father and 2 preschool aged children with their grandmother looking through binoculars over a city in the distance at sunset

What the 4th of July Can Teach You About Protecting Your Family’s Independence

If something happened to you today, would your family be protected? Do you have a plan in place, or are you leaving those decisions to chance? Here's what to know.
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What Happens to Your Estate If You Die Without a Will in Connecticut?

A will is not a complicated document. It is a clear set of instructions that puts you in control of what happens to everything you have built. Here's what to know.
man putting wedding ring on woman's left hand

“I Do” and What Comes Next: Estate Planning Essentials for Connecticut Newlyweds

Getting married changes your legal landscape, but a basic estate plan for newlyweds does not have to be complicated. Here's what to know.
middle aged couple at kitchen table scattered with papers and looking at laptop

Connecticut Families Should Know About Estate Planning and Taxes

Tax season can raise important questions about estate planning, especially here in Connecticut where a state estate tax still applies. We're sharing what Connecticut families need to know about estate taxes, gifting, trusts, and why right now is the right time to review.

Spring Cleaning Your Estate Plan: Essential Documents to Review Before Tax Day

Estate planning isn’t a one-and-done task. It’s an ongoing process that should evolve as your life does.

Why February is the Perfect Time to Update Your Estate Plan

February offers the ideal window to tackle one of the most important tasks many people put off: reviewing and updating your estate plan.

5 Estate Planning Moves to Make in 2026: A Connecticut Guide

The new year brings important opportunities for Connecticut families to protect their legacies. With estate tax exemptions increasing to $15 million per person and Connecticut's unique tax rules, 2026 is the year to review your plan.

Strategic Charitable Giving In Your Estate Plan: Creating a Legacy That Matters

For many Connecticut families, wealth represents more than financial security. It's an opportunity to make a meaningful difference. Strategic charitable giving in your estate plan doesn't just support causes you care about. It can also provide substantial tax advantages, reduce your taxable estate, and create a lasting legacy that inspires future generations. 
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When Your Loved One Requires Long-Term Care: A Guide for Connecticut Families

When facing long-term care planning for a loved one, understanding your options and planning proactively can transform this challenging time into an opportunity to ensure your loved one receives quality care while protecting family assets. 

Estate Planning with Title 19: Protecting Your Legacy in Eastern Connecticut

Trusts are established to ensure that assets are managed and distributed according to the grantor's wishes. Here's what to know about establishing one.